Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,099 | $74,347-16.5% | $93,621-33.7% | $67,582-8.1% |
| Participation rate | 44.0% | 80.6%-36.6pp | 75.8%-31.8pp | 71.3%-27.2pp |
| Annual return | 21.08% | 28.07%-7.0pp | 32.76%-11.7pp | 378.57%-357.5pp |
| Employer contribution / active EE | $1,022 | $2,583-60.4% | $2,719-62.4% | $2,148-52.4% |
| Participant deferral / active EE | $2,037 | $4,060-49.8% | $4,070-49.9% | $3,539-42.4% |
| Admin fee / account holder | $67 | $123-45.7% | $7,890-99.2% | $142-53.2% |